6 min read
Estate Tax Return Filings Are Essential to Preserving Portability
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
6 min read
Jun 22, 2026
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...
7 min read
Jun 18, 2026
When it comes to taxes, getting married changes more than your filing status. Combining incomes, homes and financial...